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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

3,973 hedge funds and large institutions have $356B invested in Berkshire Hathaway Class B in 2024 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,592 increasing their positions, 1,570 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,973
Holders Change
+82
Holders Change %
+2.11%
% of All Funds
57.59%
Holding in Top 10
721
Holding in Top 10 Change
+69
Holding in Top 10 Change %
+10.58%
% of All Funds
10.45%
New
237
Increased
1,592
Reduced
1,570
Closed
101
Calls
$8.72B
Puts
$4.68B
Net Calls
+$4.04B
Net Calls Change
+$1.66B

Top Buyers

1
BlackRock
BlackRock
New York
+$961M
2
UBS Group
UBS Group
Switzerland
+$496M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$484M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
5
Bank of America
Bank of America
North Carolina
+$352M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.44B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.1B
3
Swedbank
Swedbank
Sweden
-$714M
4
GBWM
Granite Bay Wealth Management
New Hampshire
-$402M
5
HHII
H&H International Investment
California
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
3726
SWP Financial
California
$263K – – –
RWM
3727
Reston Wealth Management
Virginia
$262K – – –
WFC
3728
Western Financial Corp
California
$262K +$262K +624 New
LWMNY
3729
Landmark Wealth Management (New York)
New York
$262K – – –
CI
3730
Ceera Investments
Texas
$262K – – –
SRWM
3731
Shira Ridge Wealth Management
California
$260K – – –
WF
3732
Williams Financial
Vermont
$260K +$260K +618 New
IA
3733
IFS Advisors
Kansas
$259K – – –
SFC
3734
Swisher Financial Concepts
Ohio
$259K – – –
AIA
3735
Alternative Investment Advisors
Florida
$259K -$19.3K -46 -7%
BCFS
3736
Butensky & Cohen Financial Security
Florida
$259K – – –
BCM
3737
BlueCrest Capital Management
Jersey
$258K -$7.6M -18,063 -97%
CCIA
3738
Campbell & Co Investment Adviser
Maryland
$258K +$258K +614 New
SIAS
3739
Summit Investment Advisory Services
Minnesota
$258K +$258K +613 New
KFS
3740
Kelly Financial Services
Massachusetts
$258K – – –
TC
3741
Tenret Company
Florida
$257K -$1.68K -4 -0.6%
DI
3742
Disciplined Investments
Oklahoma
$257K +$257K +612 New
AFS
3743
AFG Fiduciary Services
Massachusetts
$256K – – –
RIM
3744
Reliant Investment Management
Tennessee
$256K – – –
SFWA
3745
Summit Financial Wealth Advisors
Louisiana
$256K +$256K +609 New
ISWM
3746
Independent Solutions Wealth Management
New York
$256K -$26.5K -63 -9%
PIA
3747
Petredis Investment Advisors
Pennsylvania
$255K +$255K +607 New
PWA
3748
PCG Wealth Advisors
Kansas
$254K – – –
NI
3749
NDVR Inc
Massachusetts
$254K +$254K +605 New
LD
3750
Lipe & Dalton
New York
$254K – – –
148 149
150
151 152